Kingsview Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 125,233 shares of UCON stock, worth $3.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

125,233

Previous 76,347 64.03%

Holding current value

$3.1 Million

Previous $1.87 Million 68.65%

% of portfolio

0.07%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$24.39 - $25.28 $1.19 Million - $1.24 Million	48,886 Added 64.03%	125,233 $3.15 Million
Q2 2024 Aug 14, 2024	BUY	$24.14 - $24.61 $390,609 - $398,214	16,181 Added 26.89%	76,347 $1.87 Million
Q1 2024 May 09, 2024	BUY	$24.41 - $24.85 $115,312 - $117,391	4,724 Added 8.52%	60,166 $1.48 Million
Q4 2023 Feb 08, 2024	BUY	$23.51 - $24.79 $451,509 - $476,091	19,205 Added 53.0%	55,442 $1.37 Million
Q3 2023 Nov 07, 2023	BUY	$23.9 - $24.39 $230,372 - $235,095	9,639 Added 36.24%	36,237 $866,000
Q2 2023 Aug 10, 2023	SELL	$24.08 - $24.59 $288,863 - $294,981	-11,996 Reduced 31.08%	26,598 $642,000
Q1 2023 May 15, 2023	SELL	$23.87 - $24.72 $2.33 Million - $2.41 Million	-97,634 Reduced 71.67%	38,594 $934,000
Q4 2022 Feb 13, 2023	BUY	$23.44 - $24.47 $362,241 - $378,159	15,454 Added 12.8%	136,228 $3.28 Million
Q3 2022 Nov 14, 2022	BUY	$23.82 - $25.02 $2.13 Million - $2.24 Million	89,588 Added 287.27%	120,774 $2.88 Million
Q2 2022 Aug 16, 2022	BUY	$24.41 - $25.54 $761,250 - $796,490	31,186 New	31,186 $764,000

Others Institutions Holding UCON

# of Institutions

271

Shares Held

102M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Kingsview Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History